Sign up with

Already have an account? Log in here

Need some help?
Talk to us at +91 7670800001

Financial Services Representative - State Farm Agent Team Member at Dayra

Kirkkonummi, Uusimaa, Finland -

Full Time

Start Date

Immediate

Expiry Date

18 Jul, 26

Salary

85000.0

Posted On

19 Apr, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial planning, Investment options, Portfolio management, Asset allocation, Financial reviews, Regulatory compliance, Sales, Consultative approach, Analytical skills, Communication skills

Industry

Description

Benefits: 401(k) matching Bonus based on performance Competitive salary Health insurance Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Greg Meyer - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: 3+ years of experience in financial services. Analytical and communication skills. FINRA Series 6 and 63 licenses preferred.

Responsibilities

Consult with customers regarding financial planning, investment options, and portfolio management. Conduct regular financial reviews to recommend appropriate products while maintaining regulatory compliance.